What is Pending Sales Order Logic?
Pending Sales Order logic is an optional feature of inform e-commerce that allows your customers to review and approve Sales Orders placed online by their inform e-commerce users. Customer contacts are divided into two types: those with permission to submit Sales Orders, and those with permission to approve Sales Orders.
Orders entered by users with permission to submit do not flow directly to inform; they are placed in a "Pending Sales Orders" screen, where they are held until a contact with permission to approve Sales Orders has the opportunity to review and approve the order. Once the order is approved, it becomes a Sales Order in inform, notifying the appropriate inform users and the customer contact who originally submitted the order for approval.
How do I set it up?
Company Setup
In your Inform e-commerce screen, check the Use Pending Orders Processing checkbox. This box needs to be checked before you can set up the user permissions. Also set the number of days that you would like the system to wait before purging pending orders. |
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For example, setting the Days to Purge field to 30 will removed pending orders from the list after they have been there for 30 days. If you do not want pending orders to be purged, leave this field blank.
User Setup
In your Customer Master, under the Contacts tab, select the contact who should have permission to approve pending sales orders. Under the Web Permissions tab in the Contact window, check the box to Approve Pending Sales Orders. Each customer should have at least one user with the authority to approve pending Sales Orders, although you may have as many as necessary.
Contacts who do not have the Approve Pending Sales Orders box checked can only submit orders for approval. When they place an order online, they will receive a message notifying them that their order has been submitted and is awaiting approval. Contacts can track their pending orders through the Order Info tab, and are able to change or delete orders that are pending.
How do my customers approve orders?
Pending orders can be viewed by clicking on the Order Info tab and selecting the Pending Orders option. Users who do not have permission to approve orders will only see the pending orders that they have entered; they can edit or delete these orders. Users with permission to approve orders will see all pending orders under this tab. To approve an order, click on the order and then click the Approve Order button. The user will be prompted to confirm the order and it will be placed once the confirmation process is completed.
What happens once an order is approved?
Once the order is approved, it appears in inform as an open Sales Order. The Order Date will be the date that the order was approved and any pricing will be updated automatically to reflect the pricing on that date. The user who approved the order will receive the order confirmation.